Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.91%
3 year
3.20%
5 year
-3.27%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
6.97%
Sharpe
0.26
Sortino
0.39
Max drawdown
-26.15%
Best month
4.57%
Worst month
-5.29%
Beta vs VBTLX
1.12
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.